CFS
IMTM icon

CGC Financial Services’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

CGC Financial Services’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.24M Sell
173,298
-2,696
-2% -$141K 2.08% 11
2026
Q1 		$8.45M Sell
175,994
-30,448
-15% -$1.53M 2.44% 9
2025
Q4 		$9.9M Sell
206,442
-6,298
-3% -$302K 2.65% 10
2025
Q3 		$10.2M Sell
212,740
-4,004
-2% -$185K 2.81% 9
2025
Q2 		$9.9M Sell
216,744
-4,745
-2% -$203K 3.34% 7
2025
Q1 		$8.85M Sell
221,489
-11,137
-5% -$441K 3.5% 6
2024
Q4 		$8.7M Sell
232,626
-6,377
-3% -$249K 3.47% 6
2024
Q3 		$9.65M Sell
239,003
-20,136
-8% -$787K 3.87% 6
2024
Q2 		$10M Sell
259,139
-12,172
-4% -$470K 4.35% 6
2024
Q1 		$10.6M Sell
271,311
-3,104
-1% -$113K 5.57% 5
2023
Q4 		$9.41M Sell
274,415
-6,391
-2% -$208K 4.31% 7
2023
Q3 		$8.84M Sell
280,806
-21,756
-7% -$711K 6.18% 5
2023
Q2 		$10M Buy
+302,562
New +$9.98M 6.53% 4

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
DWM
Dopkins Wealth Management Williamsville, New York $275M AUM 25.54% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return